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Retirement tax questions
Right you are, dmertz, there is a "G" in the distribution code. We looked at the IRA online in the Fidelity website and saw no place where they show the original basis, and in fact the history is limited. I also was looking for the Form 5498 pdf for 2019 because I recall seeing "FMV" as one of the descriptors in past 5498's, but didn't see it online. Husband called Fidelity and they said it is only issued if there is a contribution(s) for the year, but they said the ending value shown on the Dec 31st statement would be equivalent (for calculating the pro-rata taxable value of the contribution). Thanks again.
‎January 3, 2021
10:05 PM